Iron Triangle Partners LP
- SEC CIK
- 0001779763
- Latest filing
- Feb 17, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 26
- −1 vs. Q1 2021
- Portfolio value
- $970.8M
- +$184.3M (+23.4%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 181,512 | $80.4M | 8.3% | +181,512 | New | History |
| CTLTCatalent, Inc. | COM | 608,429 | $65.8M | 6.8% | +608,429 | New | History |
| MOHMolina Healthcare, Inc. | COM | 237,213 | $60.0M | 6.2% | +37,213+18.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 532,523 | $60.0M | 6.2% | +232,523+77.5% | Added | History |
| WATWaters Corp | COM | 169,999 | $58.8M | 6.1% | +169,999 | New | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 618,573 | $57.9M | 6.0% | +118,573+23.7% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 147,928 | $54.7M | 5.6% | +7,928+5.7% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 54,999 | $50.6M | 5.2% | +54,999 | New | History |
| NVRONevro Corp | COM | 282,620 | $46.9M | 4.8% | +102,620+57.0% | Added | History |
| EHCEncompass Health Corp | COM | 563,607 | $44.0M | 4.5% | −211,393−27.3% | Reduced | History |
| GHGuardant Health, Inc. | COM | 350,000 | $43.5M | 4.5% | +250,000+250.0% | Added | History |
| ALGNAlign Technology Inc | COM | 65,000 | $39.7M | 4.1% | −5,000−7.1% | Reduced | History |
| NVSTEnvista Holdings Corp | COM | 900,000 | $38.9M | 4.0% | −10,000−1.1% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 215,144 | $34.6M | 3.6% | −154,856−41.9% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 976,245 | $34.1M | 3.5% | +40,440+4.3% | Added | History |
| THCTenet Healthcare Corp | COM NEW | 484,005 | $32.4M | 3.3% | +484,005 | New | History |
| IDXXIDEXX Laboratories Inc | COM | 50,000 | $31.6M | 3.3% | +15,000+42.9% | Added | History |
| OSHOak Street Health, Inc. | COM | 535,528 | $31.4M | 3.2% | +185,528+53.0% | Added | History |
| CNMDCONMED Corp | COM | 217,204 | $29.9M | 3.1% | +17,204+8.6% | Added | History |
| LUNGPulmonx Corp | COM | 550,000 | $24.3M | 2.5% | −50,000−8.3% | Reduced | History |
| ICLRIcon PLC | COM | 85,000 | $17.6M | 1.8% | +85,000 | New | History |
| CANOCano Health, Inc. | COM CL A | 900,000 | $10.9M | 1.1% | +900,000 | New | History |
| DMTKDermTech, Inc. | COM | 250,000 | $10.4M | 1.1% | 00.0% | Unchanged | History |
| Orion Acquisition Corp68626A207 | UNIT 02/19/2026 | 1,006,085 | $9.98M | 1.0% | −93,915−8.5% | Reduced | – |
| STXSStereotaxis, Inc. | COM NEW | 192,928 | $1.86M | 0.2% | +192,928 | New | History |
| Olink Hldg AB680710100 | SPONSORED ADS | 25,000 | $861.0K | 0.1% | +25,000 | New | – |
Sold out since Q1 2021 (10)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 160,000 | $59.5M | 7.6% | History |
| LHLabcorp Holdings Inc. | COM NEW | 170,000 | $43.4M | 5.5% | History |
| HAEHaemonetics Corp | COM | 330,000 | $36.6M | 4.7% | History |
| SGRYSurgery Partners, Inc. | Stock | 725,000 | $32.1M | 4.1% | History |
| IQVIQVIA Holdings Inc. | Stock | 100,000 | $19.3M | 2.5% | History |
| NTRANatera, Inc. | COM | 150,000 | $15.2M | 1.9% | History |
| EXASExact Sciences Corp | COM | 100,000 | $13.2M | 1.7% | History |
| VCELVericel Corp | COM | 160,000 | $8.89M | 1.1% | History |
| OMOutset Medical, Inc. | COM | 100,000 | $5.44M | 0.7% | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 100,000 | $4.36M | 0.6% | History |